Frequently Asked Questions

• Reception view
  Detailed view of all the clinician's appointments by session.
  See - Reception View.
• Current appointments view
  All booked appointment slots within the next hour, waiting patients, patients in consultation and DNAs from the previous hour.
  See - Current Appointments View.
• Dashboard
  High level view of appointment activity across your entire practice for a day.
  See - Dashboard View.
• Patient view
  Displays demographics, appointment details and recall information for the selected patient.
  See - Patient Details View - Overview.

The main toolbar gives access to the different views.

To see a high level view of activity access the Dashboard.

For a more detailed view, use the Reception view.

The next release of Appointments will include the ability to a make appointments for patients in a cluster or shared care organisation - subject to the setting up of sharing agreements.

Local practice is to indicate that these are settings and views relating to your local practice.

We are developing a suite of free Vision training courses to help you become an expert user in our exciting new apps.

The interactive courses are delivered via the Vision eLearning Hub where you can access your allocated courses, track your progress, view your achievement record and print off your accreditation certificate.

To register for the Vision e Learning Hub please click eLearning.

To mark a patient as arrived, from the Reception or Current appointments view, simply press the Booked status.
This changes the status to Arrived .

Right click on the appointment, select Change status, then choose Booked from the list.

Using the Filter button, you can filter within the Reception, Current appointments or Free slot search by clinicians, clinics, sessions, slot types, gender and languages. Your selections can then be saved for quick use.

The Filter button is orange when a filter is applied.

Hover over the Filter button to see the filter details.

To clear, select Filter and then choose Clear.

Select the Free slot search button, to return available slots.

1. Select a free slot in the Reception view or Free slot search.
   The booking form displays.
2. Search for the patient. See - Patient Search Criteria.
3. Select the patient from the list.
4. Select the Book button.

Yes - you can make a Special Booking for someone who is not registered.

When booking an appointment in the Reception or Free slot search, if your patient already has an appointment booked for today the booking form displays a warning saying 'Patient already has an appointment on this date'.

You can also access the Patient Details view to see their current and past appointments.

You can search by surname, forename and date of birth combinations.

A special booking is identified with a blue star to the right of the patient name.

Yes - you can insert additional slot(s) in the Reception view.

Yes - you can print an appointment label from the Booking Form.

Yes - you can change the slot type in Reception and Current appointments views for single or multiple appointments. The slot type can also be changed in the booking form.

Yes - the Free slot search lets you find slots by duration.

The Patient View displays the appointment history.

If the patient needs to amend a future appointment, right click on the appointment and choose the appropriate option from the toolbar:

The Patient View includes:

• Patients Next of kin
• Carers the patient has
• Any patients cared for

Note - Contact details are view only and cannot be amended in the Appointments app. To amend patient details, please go to the Registration or Consultation Manager Vision 3 modules.

On the booking form by entering a new duration.

This can be done when making an appointment or after an appointment has been booked.

To move an appointment from the Reception view, you can simply drag and drop the appointment into a new slot or the clipboard.

1. Right click on the appointment(s) you want to cancel.
2. Select the Cancel button.
3. Choose a Cancellation reason from the drop down list.
4. Select Save.

Yes - users with Administration rights can hold and release slots.

To copy an appointment in the Reception view:

1. Right click on the slot.
2. Select the Copy button from the toolbar.
   The Appointment copies to the clipboard.
3. Select the Clipboard .
4. Find a free slot, you can simply drag and drop the appointment into the new slot from the clipboard.

The Command menu in the Reception view has the Refresh locks function, which will clear slots that are incorrectly displaying as locked.

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If you cannot see appointment slots past a specific date it will be because your appointment books have not been extended that far ahead.

Please see your appointments administrator at your practice for further information.

The appointments app allows you to filter your view.

If your Filter button is orange it means you have a filtered view applied and you are only viewing specific slots.

The Appointments app relies on an internet connection.

When the status is green you are connected to the internet, when it has a red cross this indicates disconnection.

A message displays 'Something went wrong - the app has gone offline. You can still use it to view information, but no changes will be saved'.

These settings can be changed in the preferences settings.

Yes - this can be done, although this is currently carried out in Vision 3.